Bitcoin Is Decoupling From Everything. Here's What That Means for Your Portfolio.

Gold hit all-time highs while BTC sat at $74K. ETH ETFs pulled 4 straight days of inflows. The CLARITY Act has days left. The old correlations are dead. Here's what's replacing them.

Let me be straight about what this week actually is.

Bitcoin is trading around $74,300 as I write this Thursday morning. It’s up from $70,700 last week. That move happened while gold hit a new all-time high above $3,300 per ounce. Those two assets moved in opposite directions on Tuesday, and almost nobody in the mainstream financial press explained why.

T…